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Journey Planner
From this tab, you can: view a summary of all booked deliveries and Lorry Journeys over a two week period lock and unlock Lorry Journeys review Lorry Journeys where a booked delivery has an outstanding balance You can also click in to see a 'day view', which...
Delivery Notes
This will produce a form that can be used to confirm delivery with the Customer.
Warehouse (Free Stock) Labels
Warehouse (Free Stock) Labels will either be printed via a STAR printer, or via a standard A4 printer. These have more information on them, and the barcode will be linked to either the Variant or the USR, as appropriate.
Summary
Use this screen to add, view and manage Tasks. It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users. Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Trans...
Summary
The Task page displays all of the relevant information about any specific Task, and allows the User to update and manage the Task as appropriate. Page Breakdown Status Summary Detail Notes Audit History
Status
This section shows the status of the Task; this is actually managed within the Task Summary. The statuses include: open in progress awaiting reply awaiting action completed These statuses are set manually; they are not linked to any additional function
Task Summary
This section shows essential information about the Task. Summary Use this to enter a summary of the task - this is output as part of the list of Tasks on the previous page, and is intended to be used as a small snapshot of the action. This is an optional fie...
Detail
This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary depending on the lined item. For example, a Task linked to a Sales Order will include information on the Sales Order No. and Date, the Customer, etc. These are the...
Notes
This section is used to manage the Notes that are within a Task. From this section is is possible to view and comment on individual Notes, as well as reassign them to a new User. It is also possible to mark a Note as completed within this section. Multiple ...
Audit History
In this section, a complete Audit History for the Task is displayed. This is automatically generated based on actions taken by Users in the CMS.
Abandoned Basket
The link to this email includes a unique Id for the Customer's basket, meaning that it will offers cross-device support.
Abandoned Order
After Sales Recommend
28 days after a customer has placed an order, they will be sent a recommendation for other popular Products.
Customer Note
Despatch
Standard Dropship
Email Wishlist
Gift Voucher
Newsletter
Out of Stock Recommend
If a customer has requested to be emailed when a product is back in stock, and the product has remained out of stock for 28 days since that request, the following email will be generated.